ISIVX Mutual Fund

ISIVX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-0.94%
3 Months
+1.29%
6 Months
+49.57%
YTD
+10.98%
1 Year
+11.17%
3 Years (annualized)
+22.39%
5 Years (annualized)
+11.15%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+10.80%
vs Peers
+0.18%

ISIVX Mutual Fund Performance

ISIVX performance across multiple time periods: 1-month -0.94%, YTD 10.98%, 1-year 11.17%, 3-year 22.39%, 5-year 11.15%, 10-year 14.52%.

ISIVX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

ISIVX vs another fund shows side-by-side returns. ISIVX alternatives are available in the Mutual Fund Screener.